#AGI
Facebook 已死，Meta 重生。最新季度財報顯示，Meta 不僅廣告業務強勁增長 22%，更憑 AI 廣告推薦系統推動轉型成效。儘管砸下數十億美元投資未來的「個人超智能」，Zuckerberg 明白短期表現仍是說服投資者的關鍵。Meta 透過提升 Reels 參與度與廣告負載，成功在盈利與願景之間取得平衡。
Facebook is dead; long live Meta. In Q2 2025, Meta posted 22% revenue growth and $18.3B in net income, thanks to AI-boosted advertising performance. While Meta doubles down on developing personal superintelligence, it’s clear that Zuckerberg has learned to deliver short-term returns in order to buy long-term investor trust. More Reels, more ads — and stronger earnings to match.
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Full article: https://stratechery.com/2025/meta-earnings-meta-turns-the-dial-social-network-r-i-p/